Every menu in BasilBook, answered

An operations console that keeps your books. You record the things you already do — a delivery arrives, a shift is paid, a customer settles an invoice — and BasilBook posts the double-entry accounting behind each one, so the ledger is a by-product of the work rather than a second job at month end.

Each location is its own workspace with its own books. Use the organization switcher at the top of the sidebar, pick the location, and the console reloads into it. Everything you then see — sales, stock, reports — belongs to that location only.

Three things change it:

• •Your business type. A restaurant sees Recipes and Sales; a service business sees Invoices instead; a garage sees Job Cards, and both parts and invoicing.
• •Your costing method. Under Direct costing, Waste and Stock Count are hidden because purchases are expensed straight away.
• •Your plan. Paid features carry a Pro badge; clicking one shows what it unlocks.

All three are one click away:

1. 1Language — use the language switcher in the topbar. English, French and Khmer are available.
2. 2Theme — Settings → Design. The free plan includes the default look; Pro unlocks the full theme set and your own logo.
3. 3Sidebar — the collapse toggle sits in the topbar, next to the menu icon. Collapsed, the sidebar shows icons only.

Pending invitations show in the topbar. Accept one and the workspace joins your organization switcher; decline and it disappears. To invite someone yourself, go to Settings → Team.

Four things:

• •Read four headline counters — Sales, Active Items, Open Sessions and Purchases — for the selected period.
• •Open the Financial Overview: net revenue, COGS, gross margin and margin %, plus a daily sales chart, payment-method split, and your top-selling items and categories.
• •Jump straight into work from Quick Actions.
• •Finish setting up, using the Setup Checklist.

The period control sits in the Financial Overview panel.

1. 1Pick Today, Yesterday, This Week, Last Week or This Month.
2. 2For anything else, choose Custom, set From and To, then press Apply.

Every card, chart and counter on the screen follows that period.

Use Quick Actions: Record Purchase for a supplier invoice, Record Sale for a manual sale, Count Stock, or Record Waste. Each opens the same form you would get from its own page.

It counts days whose sales and payments have not been reconciled and closed yet. If the number is above zero, press Start Reconciliation — it takes you to the day that needs attention. “All reconciled” means nothing is outstanding.

Each card measures one thing:

• •Sales — distinct sale invoices recorded in the period.
• •Active Items — inventory items currently marked active and tracked for stock and costing.
• •Open Sessions — daily reconciliation sessions still open.
• •Purchases — purchase records logged in the period.
• •Net Revenue — sales after discounts and refunds, before any cost.
• •COGS — the ingredient or inventory cost of what you sold.
• •Gross Margin — net revenue minus COGS, your profit before rent, payroll and the rest.

Record and review supplier purchases. Filter by date range and by vendor, read the summary strip (total purchases, transactions, unique items — with the total broken out per currency when the period holds more than one), expand any row to see its line items, and from a row open View Journal, Edit or Delete.

It takes about a minute:

1. 1Press New Purchase.
2. 2Choose the vendor. Not on the list? Use Quick-Add Vendor and enter a name and phone without leaving the form.
3. 3Set the purchase date, reference number (the supplier’s invoice number), currency, and the payment account the money came from.
4. 4Add a line per item: item, quantity, unit and price. Press Add line for the next one.
5. 5Add notes if you need them, then press Save Purchase.

The purchase posts its own journal entry and, for tracked items, raises stock at the same time.

Yes. A purchase can carry expense lines instead of stock lines, so a delivery charge or a service fee on the supplier’s invoice stays on the same document as the goods. If the whole document is a cost with no goods at all, the Expenses page is usually faster.

Use the importer rather than typing them:

1. 1Press Import and upload the BasilBook XLSX or CSV template.
2. 2Rows are grouped into purchases by their reference number — one reference, one supplier document.
3. 3Column headers are matched loosely, so “Selling Price”, “selling_price” and “price” all land in the same field.

Purchase import is part of the Pro plan. Recording purchases by hand is available on every plan.

Open the row and choose Edit to correct it, or Delete to remove it along with its journal entry. Use View Journal first if you want to see exactly what was posted before you change anything.

View and record daily sales. Filter by date range, payment method and source (manual or imported); read total gross, total discount and total net; expand a sale to see its lines; and open the journal entry behind any sale.

Three routes, depending on how your POS is set up:

1. 1Sync HangPopok pulls sales straight from the POS. The time of the last sync is shown beside the button.
2. 2From POS export imports a report file you exported from the POS yourself.
3. 3From BasilBook template imports our own spreadsheet format.

Any import creates missing items, staff, categories and delivery platforms as it goes, and posts the journal entries. Importing the same sale twice does not duplicate it.

Sales sync and sales import are on the Pro plan. Recording a sale by hand is free.

Press Record Sale and fill in the form:

1. 1Enter the invoice number and the sale date and time.
2. 2Pick the sale item, the staff member and the quantity.
3. 3Enter gross and any discount — net follows automatically.
4. 4Set payment method, channel and currency, add notes, then press Save Sale.

Open the sale and choose Edit sale. Saving reverses the original journal entry and posts a fresh one from your corrected lines. The reversed entry stays in the ledger for the audit trail and drops out of your reports, so the numbers you read are the corrected ones.

• •Sales that came from the POS can be edited too. A normal sync will not overwrite your correction — only a forced re-import of that date range will, and it warns you first.
• •The invoice number is the sale’s identity and cannot be changed.
• •If the sale shows Settled, a bank receipt is matched to it. Unmatch it in Reconciliation first, then edit.

The day it was paid, in your location’s timezone. Sales reporting — the dashboard, today’s sales, sales by day, analytics — all follow the checkout time, which is what your POS calls the sale day. Journal entry dates are unaffected: they keep the date the entry was made.

You can, from the row’s delete action, but editing is almost always the better answer: it keeps the invoice number and leaves a reversed entry behind as the record of what changed. Delete is for a sale that should never have existed at all.

Log spoilage and losses, review them over time, import them in bulk, and see the cost of each. Every waste record takes the stock off hand and posts its own journal entry.

Press Record Waste and fill in four fields:

1. 1Set the date, and pick the item.
2. 2Enter the quantity and unit.
3. 3Choose a reason: spoiled, expired, overcooked, prep waste or unknown loss.
4. 4Add optional details, then press Record.

Two reasons. Either your business does not hold stock — a pure service business has nothing to waste — or your costing method is set to Direct, where purchases are expensed immediately and there is no stock balance to write down. Change it in Settings → Organization.

Yes. The row’s delete action removes the record and its journal entry, and asks you to confirm first because it cannot be undone.

Record operating expenses, review them by date, vendor, category and account, and import them from a spreadsheet. Each expense generates its journal entry automatically.

Press Record Expense and work down the form:

1. 1Set the date and a category — for example Rent or Utilities.
2. 2Write a description of what it was for and enter the amount.
3. 3Choose the expense account it belongs to and the payment account it was paid from; this defaults to Cash on Hand.
4. 4Attach a vendor if there is one, add notes, then press Save Expense.

Because an expense you have not paid yet becomes part of what you owe that vendor. Expenses with a vendor roll up into Reports → Payables; ones without a vendor are grouped under “(Unassigned)” so the total still ties to the ledger.

Enter counted quantities against the theoretical figure for every tracked item, see the variance as you type, and submit. Only items with a variance are adjusted. You can also correct a single item without counting the whole sheet, and review every past adjustment.

Four steps, start to finish:

1. 1Check the As of date at the top — it decides which movements are included.
2. 2Walk the shelves and type the counted quantity beside each item. The variance column fills in live.
3. 3Press Review & Submit and check the variances listed.
4. 4Confirm. You get a stock count receipt naming every adjustment created — or telling you everything matched.

Yes. Set the As of date to the day you actually counted. Balances then exclude anything that moved after that day, so a count you write up on Monday for Saturday night is still truthful. A future date is refused.

No — use Adjust stock.

1. 1Pick the item and a direction: increase or decrease.
2. 2Enter the quantity and unit, and the effective date.
3. 3Choose a reason: count correction, damage or breakage, theft or loss, transfer to another location, data entry error, or other.
4. 4Read the journal entry preview and the on-hand-after figure, then press Post adjustment and confirm.

Press Export for an .xlsx or .csv count sheet, fill in the counted column, then use Import Counts to bring it back. History shows every count and manual adjustment made so far, with dates, items and notes.

Pull attendance from DailyBrew for a date range and read it two ways: a per-day grid marked present, late, early leave or absent, and an employee summary with present days, absences, hours and average hours per day. Headline counters cover employees, present days, late arrivals and absent days.

Connect once, then sync whenever you need it:

1. 1Connect DailyBrew in Settings → Integrations — the page links you there if it is not configured.
2. 2Set the date range at the top of the page.
3. 3Press Sync. Use Sync History to see previous runs.

Those people exist in DailyBrew but BasilBook cannot tell which staff record they are. Open Staff, find the matching person, and set their POS Username to the name shown in the warning. They will link on the next sync.

When you build a payroll period, the From DailyBrew button fills each person’s days worked from these records instead of you typing them.

Create and maintain the items that purchases, waste, counts and recipes all point at. Each carries a code, name, category, unit, type and status. Search by name and filter by category, import a whole list at once, and deactivate what you no longer use.

Press Add Inventory Item and fill in the essentials:

1. 1Give it a name, a unit of measure (kg, L, pcs) and a category.
2. 2Choose how it behaves — tracked inventory items appear on stock counts and carry a stock balance.
3. 3Save. To add many at once, use Import with a spreadsheet.

Because every item movement has to post somewhere. Until accounts exist, BasilBook has nothing to write the entry against. Follow the Set up CoA link on the warning — it takes a minute, and it only happens once.

An inventory item is something you buy and consume. A sale item is something you sell. A burger is a sale item; the bun, patty and box are inventory items. Recipes (restaurants) or a direct item link (retail and garages) connect the two, so selling depletes stock.

Maintain what you sell, with code, name, category, unit, cost, selling price, revenue account and status. Search and filter by category, sync the catalogue from your POS, or import it from a spreadsheet.

Press Add Sale Item — or Add Product, or Add Service, depending on your business type.

1. 1Enter a name, category, unit and selling price.
2. 2Set the revenue account it should post to, if it differs from the default.
3. 3Save.

Maintaining and importing your product list is free on every plan, including a HangPopok Product List export.

Mark each one as a service or a product. “Labour — diagnostic” sits next to “Oil filter” in the same list, but only the product moves stock. A service never depletes inventory, and a product can be linked to the inventory item it consumes, with the quantity used per unit sold — a wheel-change line can consume four.

It is deactivated, not erased. Historical sales that reference it keep working and your past reports do not change.

The dine-in price is the item’s menu price. Delivery prices carry the platform’s markup and are stored per channel, so importing delivery sales never overwrites what you charge in store.

Create and maintain categories for sales, purchases and expenses, see where each one is used, map it to a journal account, sync categories from your POS, and import a list.

Press Add Category and answer three questions:

1. 1Name it.
2. 2Choose its usage — sales, purchase or expense.
3. 3Pick the journal account it should post to, then save. It appears immediately in the pickers on the relevant forms.

They keep the category text they already had, but the category stops appearing in the picker for new records. Nothing historical is lost.

Define the ingredient composition of each menu item, with quantities and units, so BasilBook can cost a dish and take the ingredients off stock when it sells. Recipes are versioned by an effective date, so you can see what a dish cost last quarter as well as today.

Press Add Recipe and work down the form:

1. 1Choose the sale item it belongs to — or add a new one inline with a name and selling price.
2. 2Set Effective From: the date this version starts applying.
3. 3Add an ingredient line per item: item, quantity, unit. Pressing Enter on any field starts a new line, and a missing item can be added inline with a name and unit.
4. 4Add notes if useful, and save.

No — cost follows your purchase prices automatically. Edit a recipe when the composition changes: a new portion size or a different ingredient. Give the change a new Effective From date, and the earlier version stays intact so historical costs remain accurate.

If your costing method is Recipe, each sale posts its cost of goods sold from the recipe and takes the ingredients off stock as it does. Without recipes, sales book revenue and no cost, and your margin looks better than it is.

Keep a list of suppliers with a contact person, phone, email and address. Search it, import it from a spreadsheet, and remove entries you no longer use.

Press the add button and fill in what you have:

1. 1Enter the vendor or company name — this is the only required field.
2. 2Fill in contact person, phone, email and street address as far as you know them.
3. 3Save. You can also create a vendor without leaving the purchase form, using Quick-Add Vendor.

Reports → Payables. It builds each vendor’s balance from purchases bought on credit and expenses marked pay-later, minus the payments you have recorded.

Four tabs cover the receivables cycle:

• •Customers — the customer list and each one’s balance.
• •Aging Report — how overdue each balance is, by bucket.
• •Payments — money received, and which invoices it was applied to.
• •Statements — a per-customer statement of activity to send out.

Four counters sit above them: total receivable, overdue, due this week, and unapplied payments.

Press Receive Payment and allocate it:

1. 1Choose the customer, the amount, the date and the account the money landed in.
2. 2Apply it across their open invoices — in full, or partly across several.
3. 3Save. Anything you do not apply stays as a credit and shows in Unapplied Payments.

Open the customer and apply the credit to an open invoice. The receivable comes down and the credit is consumed — no second payment is recorded, so the money is never counted twice.

That money arrived but has not been matched to invoices yet. Your bank balance is right, but the aging report overstates what is owed. Applying the credits clears both.

Add and maintain staff records, search them, import a list, deactivate leavers, and merge duplicates created by different sources.

Press the add button and fill in the record:

1. 1Enter the person’s name.
2. 2Select their role.
3. 3Set their monthly salary if you will run payroll for them.
4. 4Set POS Username to the name they use on the POS or in DailyBrew, so imported sales and attendance attach to this record.

Use the merge action to fold the duplicate into the record you want to keep. History from both sides follows the surviving record, so sales attribution and attendance stay complete.

Deactivate them rather than deleting. They drop out of pickers and payroll, and every past sale, shift and payslip that references them stays intact.

Eight tabs, each answering one question:

• •Overview — sales and purchases at a glance for the period.
• •Trial Balance — every account’s debit and credit balance, and whether the books balance.
• •General Ledger — every posting in an account, in order, with a running balance.
• •Income Statement — revenue, cost of sales and expenses: profit for the period.
• •Balance Sheet — what you own, what you owe and what is left, at a point in time.
• •Cash Flow — where the cash actually went.
• •Receivables — what customers and delivery platforms owe you.
• •Payables — what you owe each supplier.

Every report is set with the same control: preset chips — This Month, Last Month, This Quarter, This Year — or Custom, which leaves the dates to you. Whichever you pick, the From and To dates are always shown, so what the report covers is never a guess.

1. 1Pick a preset, or press Custom and set From and To yourself.
2. 2The report regenerates as soon as the period changes — there is nothing to apply.
3. 3Click any figure to see the postings behind it. The listing covers the period you set, so widening the period widens the drill-down.

Trial Balance and Balance Sheet still state balances *as of* the To date — they are cumulative to a point in time — but the period still decides what a drill-down lists.

The income statement and balance sheet both offer a monthly layout: a column per month for a year you pick, with totals, gross profit, net income and a balanced check at the foot. Use the year arrows to move between years.

Use the export action on the report. It produces a spreadsheet with the same figures and hierarchy you see on screen.

Report export is part of the Pro plan. Reading every report on screen is free.

Because your chart of accounts has parents and children — for example a receivable account per delivery platform under a shared parent. Reports render that hierarchy, and the parent’s figure includes its children.

Read the business as charts:

• •Daily Sales — the trend across the period.
• •Revenue vs Cost — the two lines together, so margin pressure is visible.
• •Sales by Category and Top Selling Items — what actually sells.
• •Sales by Channel and Sales by payment method — dine-in against delivery, cash against QR and card.
• •Deposits by bank — which bank the money landed in.

Set the period at the top of the page; every chart follows it. If a chart says there were no sales or no bank receipts in the period, widen the range.

They answer different questions. Analytics attributes sales to the day they were paid, which is how a manager thinks about a trading day. The statutory reports follow the ledger dates. Neither is wrong — use Reports for anything you file.

Create and issue invoices, record payments against them, print or export them, credit them when something is returned, and set up invoices that repeat. The accounts-receivable aging strip at the top shows what is outstanding by bucket.

Press New invoice and build it line by line:

1. 1Choose the customer, the invoice date and the due date.
2. 2Add a line per item or service: description, quantity, price, and its VAT rate if you use several.
3. 3Save it as a draft while you check it — a draft has no effect on your books.
4. 4When it is right, issue it. That posts the receivable, the revenue and the VAT, and consumes any parts on the invoice from stock.

Open the invoice and record a payment for the amount received; the status moves to Partial or Paid. If the money arrived by bank transfer and appears in your bank feed, use “Settle from a bank receipt” instead, which matches the invoice to the actual deposit.

It depends how far it has gone:

• •Still a draft — edit it freely, or void it. Nothing has posted.
• •Issued — raise a credit note. It posts the mirror entry and can be partial, so a garage can credit a returned part and keep the labour. Returned stock goes back on the shelf, capped at what actually left it.

Once a document has been transmitted to a tax platform, a credit note is the only correct route — voiding it would leave your books disagreeing with what the recipient holds.

Press Recurring, then set up the template, the customer and the schedule. BasilBook raises each one when it is due, and reminders can chase the ones that go unpaid.

They export the invoice as a structured electronic document — the machine-readable format tax platforms in France, and next Cambodia’s CamInvoice, require. BasilBook checks the document against the European e-invoicing rules before it will produce one: if something mandatory is missing, a banner names the failing rules and the buttons stay disabled until you fix it. That is deliberate — an invalid e-invoice is worse than none, because it transmits, gets rejected, and then has to be chased.

Press Print / Save as PDF on the invoice detail. The printed document carries the same content as the electronic one: the correct title for an invoice or a credit note, your legal identity, and VAT broken out per rate.

Open a job the moment a vehicle arrives — before there is anything to bill — and add labour and parts as the work proceeds. The job carries what an invoice cannot: the vehicle, the customer’s own description of the fault, and who is working on it. When the job is done, turn it into an invoice in one step.

Press New job, then keep it up to date as the work moves:

1. 1Pick the customer.
2. 2Record the vehicle, the complaint as the customer described it, and the technician.
3. 3Add lines as you work — labour, parts from your catalogue, or a custom line with its own description and VAT.
4. 4Move the job along as its state changes: booked, in progress, completed.
5. 5From completed, invoice it. A job that turns out not to be needed can be cancelled at any point before that.

BasilBook creates and issues an ordinary invoice from the job’s lines, so VAT, revenue accounts and parts consumption behave exactly as they do for an invoice you typed yourself. The job then reads Invoiced and stops there.

No, and that is on purpose: once the invoice exists it is the financial record, and corrections belong to it — edit while it is a draft, credit it once issued. Reopening would leave one job with two documents that could disagree. A job that is merely completed can be reopened.

Read the double-entry record. Filter by date range, search descriptions and references, and use the three counters — posted, draft, reversed — as filters. Expand an entry to see its lines, or jump from an entry to the sale, purchase or invoice that produced it.

Press New Entry and build it line by line:

1. 1Set the entry date, an optional internal reference such as JV-0001, and a description.
2. 2Add lines: account, optional description, and an amount in either debit or credit.
3. 3Watch the balance indicator. It reads Balanced when debits equal credits — an unbalanced entry cannot be saved.
4. 4Create the entry, then post it when you are ready.

Manual journal entries are on the Pro plan. Reading the auto-generated journal is free on every plan.

Use Correct entry. BasilBook reverses the original and posts a corrected replacement in one step, keeping the same voucher number and linking the two. To you it feels like an edit; in the ledger both rows survive, and your reports show only the correction.

This applies to entries you keyed yourself. An entry generated by a sale, purchase or invoice is corrected at its source document instead — fix the sale, and its entry is re-posted for you.

A readable label for whatever produced the entry — “Sale invoice 1042”, “Purchase — Sok Meas”, “Waste — prep” — rather than an internal id. Clicking through opens that source document.

The three counters are always computed before filtering, so you can always see how many posted and reversed entries exist while you are looking at drafts. Press the same counter again, or Show all entries, to clear the filter.

Create a payroll period, list the staff it covers with their days, bonuses and deductions, and post it. Each period shows its status — paid or accrued — its staff count and its total, and links to the journal entry it produced.

Press New Payroll and work down the form:

1. 1Set the period start and period end.
2. 2Choose whether you are paying now or accruing. Pay immediately asks for the payment account; leaving it off records the cost against payroll payable instead.
3. 3Press Add All Staff to pre-fill every active staff member with a salary, or add people one at a time.
4. 4Enter days worked, deductions and bonuses per person — or press From DailyBrew to fill days from attendance.
5. 5Check the total, then create the period.

Daily wage is the monthly salary divided by 30. The amount is (daily wage × days worked) + bonus − deductions. You can override any figure before saving.

Payroll only offers active staff who have a monthly salary set. Add the salary on their record in Staff and they will appear.

Two tabs, two jobs. Daily Sessions closes off a trading day: POS total against actual cash, bank receipts and delivery. Bank Receipts handles individual transfers as they arrive, matching each one to the sale or invoice it paid.

On the Daily Sessions tab, open the day’s session and work through it:

1. 1Read the POS total and expected cash.
2. 2Enter actual cash — add a line per till or shift, labelled (“Morning”, “Cashier A”), and the total is summed for you.
3. 3Review the bank and QR receipts, and the delivery receivables, for the day.
4. 4Add notes, then press Close Session and confirm.

Any difference between expected and actual cash is posted to the ledger as a cash over/short adjustment.

Yes — press Reopen Session. If a variance was already posted, Reverse Variance unwinds that adjustment. A variance cannot be posted twice.

On the Bank Receipts tab, work through the pending list:

1. 1Press Run auto-match. Pending receipts are listed with the sales they might belong to.
2. 2Check the suggestion — amount and currency must agree; time and payer name are shown as supporting signals, and a match far apart in time is flagged and hidden behind a toggle until you ask for it.
3. 3Press Confirm to accept one. If several suggestions look right, Confirm all accepts every unambiguous one at once — suggestions where several sales share the amount are left behind Review for you to pick.
4. 4If the suggestion is wrong, or the receipt paid a cash or card sale, press Settle and choose the sale yourself.
5. 5If the receipt is not yours at all, ignore it. Ignored and settled receipts can be reverted to pending.

Settling moves the money out of cash on hand and into the bank in your books, which is why capturing receipts matters: money that is never matched sits in the wrong account indefinitely.

Press View on a matched or posted receipt. It shows the sale or invoice the receipt settled and the amount applied to each, and — where the receipt produced a ledger posting — a link to that journal entry.

From there each line drills further: the sale opens its own detail, and the journal entry links back to the sale it settles.

Use “Record a payment your bank feed missed”. It creates an ordinary pending receipt, badged as entered by hand, and everything after that — matching, settling, posting — works exactly as it would for a captured one.

Yes. Allocate part of each receipt against the sale; once the sale is fully covered, the deposit entry is posted for you. Partial allocations are normal and are shown on both sides.

Review every account by code and name, grouped into assets, liabilities, equity, revenue and expenses, with parent accounts and their children shown together. Search by code or name, add accounts, and edit the ones you have.

No. Every new workspace is seeded with a ready-made chart suited to its business type — a restaurant, a shop and a garage each start with the accounts they actually need. On the free plan that seeded chart is what you use; Pro adds your own accounts on top.

Press the add action and describe the account:

1. 1Give it a code and a name — codes decide the ordering, so leave gaps for later.
2. 2Choose its type, and a parent account if it belongs under one.
3. 3Save. It becomes selectable everywhere accounts are chosen.

A worked example: give each delivery platform its own receivable under the shared parent — 1211 GrabFood Receivables under 1210 — then map it in Settings → Delivery. Your receivables report then shows which platform owes you what, instead of one blended figure.

Only if nothing has posted to it. An account with history is deactivated instead, and deleting one is a high-friction action that asks you to type the account name first — because reports going back years depend on it.

Ten tabs, grouped by what they govern:

• •Organization — restaurant name, country, timezone, primary and accepted currencies, date and number format, costing method, and deleting the workspace.
• •Team — members and their roles, invitations, removing someone, transferring ownership, leaving.
• •Notifications — Telegram connection and which alerts you want.
• •Delivery — delivery platforms and the accounts each one posts to.
• •Exchange Rates — rates between the currencies you accept.
• •Tax & e-invoicing — your legal identity and your VAT rate catalogue.
• •Integrations — POS, attendance and bank feed connections.
• •Design — theme, and your own branding on Pro.
• •Billing — your plan, upgrades and next billing date.
• •Activity Log — an audit trail of what was done in this workspace, and by whom.

Open the Team tab:

1. 1Search by name, email or public ID.
2. 2Send the invitation with a role: owner, manager or member.
3. 3They accept it from their own topbar, and the workspace appears in their switcher.

Owners and managers can change settings and record work; members are kept out of settings, team and integrations. Only an owner can add or remove people, change roles, or transfer ownership.

All of it lives on the Integrations tab:

1. 1HangPopok or Loyverse — paste the API token from your POS account.
2. 2DailyBrew — paste the key from DailyBrew → Settings → API.
3. 3Bank receipt feeds — add the Telegram bot to the group your bank posts into, name the feed (“ABA — Main account”), then press Detect and Test Connection.

Tokens and API keys are stored encrypted, and are never shown back to you in full once saved.

On the Notifications tab:

1. 1Follow the Telegram setup guide to get your chat ID.
2. 2Copy the ID into the Chat ID field, or press Detect.
3. 3Press Test Connection — a successful test sends a message to the chat.
4. 4Switch on the alerts you want: low stock, reconciliation reminders, weekly reports, team invitations.

On the Tax & e-invoicing tab:

1. 1Fill in your legal identity: registered legal name, legal form, address, billing email and phone, and tax regime.
2. 2Add a rate for each VAT rate you charge — name it the way your customers would recognise it, set the percentage and the VAT category, and pick the account it posts to.

With no rates in the catalogue, invoices keep using a single flat percentage, which is right for most Cambodian businesses. Add rates and the invoice form switches to per-line VAT, which is what you need if different lines are taxed differently.

Open the Billing tab, press Upgrade to Pro and choose monthly or annual. The tab then shows your plan, your next billing date, and — if you cancel — the date access runs until.

The Activity Log tab. It records reconciliation sessions opened and closed, receipts matched, ignored and reversed, POS syncs and imports, price and name changes — each with who did it and when. Load more to go further back.

Three tabs:

• •Account — your avatar, display name, email and public ID.
• •Security — set or change your password, and review active sessions.
• •Connections — the sign-in methods linked to your account.

Your public ID, on the Account tab — press the copy button beside it. They paste it into their team search and the invitation reaches you.

Yes. Open the Security tab and set a password — at least 8 characters, entered twice. Both routes then work. If you already have one, the same tab changes it, asking for the current password first.

On the Connections tab, press Connect beside a provider to link it, or Disconnect to remove it. A provider is attached to your existing account even if its email differs, and you can reconnect at any time.

No — your email identifies your account and is fixed. Your display name is editable at any time on the Account tab.